Annis Gardner Whiting Capital Advisors’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.2K | Sell |
850
-75
| -8% | -$7.61K | 0.03% | 327 |
|
|
2025
Q1 | $83.4K | Buy |
+925
| New | +$83.4K | 0.04% | 290 |
|
|
2024
Q4 | – | Sell |
-925
| Closed | -$99K | – | 812 |
|
|
2024
Q3 | $99K | Hold |
925
| – | – | 0.03% | 288 |
|
|
2024
Q2 | $94.5K | Hold |
925
| – | – | 0.03% | 317 |
|
|
2024
Q1 | $111K | Sell |
925
-44
| -5% | -$5.26K | 0.04% | 265 |
|
|
2023
Q4 | $118K | Buy |
969
+275
| +40% | +$33.5K | 0.05% | 199 |
|
|
2023
Q3 | $92.8K | Buy |
+694
| New | +$92.8K | 0.05% | 221 |
|